SBI Consumption Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
34.34%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2023₹219.25
Min. SIP amount₹500
Rating4
Fund size₹1,185.92Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.5%34.3%12.3%15.6%
Category average6.2%24.7%10.4%NA
Rank with in category315NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
ITC Ltd.Consumer StaplesEquity9.7%
Hindustan Unilever Ltd.Consumer StaplesEquity7.0%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity4.4%
United Spirits Ltd.Consumer StaplesEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.5%
Britannia Industries Ltd.Consumer StaplesEquity3.5%
Maruti Suzuki India Ltd.AutomobileEquity3.4%
Chalet Hotels Ltd.ServicesEquity3.4%
Hero Motocorp Ltd.AutomobileEquity3.4%
Page Industries Ltd.TextilesEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.18%

Inclusive of GST

Exit load

Exit load of 0.10% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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